Institutional Ownership Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE). We have compiled data on the 780 institutions that hold shares in the stock, with a total of 141 Million shares, which have been reported (via 13F filing form) to have a value of $3.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
9,913
shares
|
$268,840
0.02% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
9,864
shares
|
$267,511
0.01% of portfolio
|
Q3 2023
Reduced 3.37%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
9,792
shares
|
$265,559
0.0% of portfolio
|
Q3 2024
Added 22.58%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 18, 2024 Q3 2024 |
9,753
shares
|
$264,501
0.62% of portfolio
|
Q3 2024
Added 9.45%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
9,691
shares
|
$262,819
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
9,554
shares
|
$259,104
0.04% of portfolio
|
Q3 2024
Reduced 38.38%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
9,507
shares
|
$257,829
0.0% of portfolio
|
Q3 2022
Reduced 8.14%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
9,489
shares
|
$257,341
0.01% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Schaeffer Financial LLC
|
Oct 30, 2024 Q3 2024 |
9,375
shares
|
$254,250
0.28% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Warwick Investment Management, Inc.
|
Nov 04, 2024 Q3 2024 |
9,312
shares
|
$252,541
0.06% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
9,312
shares
|
$252,541
0.07% of portfolio
|
Q3 2024
Reduced 98.53%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
9,307
shares
|
$252,405
0.01% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
9,298
shares
|
$252,161
0.01% of portfolio
|
Q3 2024
Reduced 22.53%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
9,286
shares
|
$251,836
0.02% of portfolio
|
Q3 2024
Reduced 18.96%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
9,209
shares
|
$249,748
0.01% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
9,182
shares
|
$249,015
0.01% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
9,148
shares
|
$248,093
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
9,141
shares
|
$247,903
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
9,128
shares
|
$247,551
0.1% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
9,119
shares
|
$247,307
0.0% of portfolio
|
Q2 2024
Reduced 42.92%
|
|
|
Fortem Financial Group, LLC
|
Nov 18, 2024 Q3 2024 |
9,079
shares
|
$246,222
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
9,029
shares
|
$244,866
0.0% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 04, 2024 Q3 2024 |
8,979
shares
|
$243,510
0.04% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Twele Capital Management, Inc.
|
Oct 07, 2024 Q3 2024 |
8,879
shares
|
$240,798
0.05% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
8,832
shares
|
$239,523
0.06% of portfolio
|
Q3 2024
Reduced 1.67%
|